How big is Edge Realty Advisors LLC's plan?

Edge Realty Advisors LLC's plan reported $211K in assets and 6 participants for 2025.

Original filing (PDF)20260507151312NAL0005920370001

Edge Realty Advisors LLC

Name: Edge Realty Advisors LLC — Edge Realty Advisors LLC, Form 5500 (2025)
Creator: Edge Realty Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Edge Realty Advisors LLC 401(k) P/S Plan

401(k) retirement plan · Edge Realty Advisors LLC's Edge Realty Advisors LLC 401(k) P/S Plan held $211K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$211K

Net assets (EOY)

$211K

People on this filing

Matthew Gorman signed Edge Realty Advisors LLC's 2025 Form 5500 as plan administrator.

Matthew Gorman — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Edge Realty Advisors LLC's EIN is 47-5190890.

EIN 47-5190890

Plan number 001

Plan year 2025

ACK ID 20260507151312NAL0005920370001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Edge Realty Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Edge Realty Advisors LLC's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EDGE REALTY ADVISORS LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score